Aspiriant LLC’s TCW Transform 500 ETF VOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.28M | Buy |
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|
2025
Q2 | $7.44M | Buy |
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|
2025
Q1 | $6.12M | Buy |
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|
2024
Q4 | $5.79M | Buy |
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|
2024
Q3 | $4.06M | Buy |
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|
2024
Q2 | $1.23M | Hold |
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|
2024
Q1 | $1.18M | Hold |
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|
2023
Q4 | $1.07M | Hold |
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|
2023
Q3 | $963K | Hold |
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|
2023
Q2 | $997K | Hold |
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|
2023
Q1 | $919K | Hold |
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|
2022
Q4 | $854K | Hold |
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|
2022
Q3 | $803K | Hold |
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|
2022
Q2 | $845K | Hold |
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|
2022
Q1 | $1.02M | Hold |
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|
2021
Q4 | $1.08M | Hold |
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|
2021
Q3 | $984K | Buy |
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